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Oracle

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
1626
King Wealth Management Group
Florida
$366K +$10.9K +123 +3%
SAF
1627
Smith Anglin Financial
Texas
$365K -$36.9K -418 -9%
WP
1628
WealthPLAN Partners
Nebraska
$365K -$4.86K -55 -1%
HWA
1629
Heartwood Wealth Advisors
Virginia
$365K
WDA
1630
Wendell David Associates
New Hampshire
$365K
VCAM
1631
Van Cleef Asset Management
Ohio
$364K -$112K -1,263 -23%
IFG
1632
Investors Financial Group
Minnesota
$364K +$177 +2 +0%
SF
1633
Symphony Financial
Texas
$364K +$353K +3,994 New
HFG
1634
Heron Financial Group
New York
$363K
AL
1635
ADE LLC
Maryland
$362K
GJCM
1636
Grand Jean Capital Management
California
$362K
PA
1637
Parkside Advisors
California
$362K
VWM
1638
Vigilare Wealth Management
Arizona
$361K +$64.1K +726 +21%
PHAM
1639
Palisades Hudson Asset Management
Florida
$359K
Q
1640
QVR
California
$359K +$326K +3,691 +860%
BB
1641
Bell Bank
North Dakota
$358K
S
1642
SimplyRich
California
$358K
WA
1643
Wealth Architects
California
$357K -$14K -158 -4%
FFC
1644
First Financial Corp
Indiana
$356K
WI
1645
Wedgewood Investors
Pennsylvania
$356K
AFM
1646
Andesa Financial Management
Pennsylvania
$355K -$30.4K -344 -8%
HFA
1647
High Falls Advisors
New York
$355K +$88 +1 +0%
ICP
1648
Interchange Capital Partners
Pennsylvania
$355K +$12.4K +140 +4%
RQS
1649
Ramsey Quantitative Systems
Kentucky
$355K +$77.7K +880 +28%
AAM
1650
Autus Asset Management
Arizona
$354K